Distribute appointments across a team automatically using round robin booking on the HoopAI platform.
A round robin calendar distributes incoming bookings across multiple team members based on their availability. Instead of routing every appointment to a single person, the platform checks which team members are free and assigns the booking automatically. This reduces scheduling bottlenecks, balances workloads, and ensures customers always find an open slot even when individual team members are busy.
The platform uses two distribution approaches for round robin calendars:Optimize for availability — The platform checks team member schedules in the order they were added and assigns the booking to the first available person for that slot. This prioritizes filling open slots quickly.Optimize for equal distribution — The platform tracks how many appointments each team member has received and routes new bookings to the person with the fewest. This balances the workload more evenly over time, though it may occasionally skip a team member who is free if they already have more appointments.To select a distribution method, go to the calendar’s Meeting Details tab and look for the distribution setting under team member configuration.
You can assign priority levels to individual team members within the round robin pool. Higher-priority members receive bookings first when multiple team members are available for a given slot. This is useful for ensuring senior staff or specialists are given preference while still falling back to the broader team when they are unavailable.
When a contact in your CRM has an assigned user, the platform can attempt to route their booking to that specific user first. If the assigned user is available, they get the appointment. If not, the booking falls back to the standard round robin distribution.To enable this:
Open the calendar editor and go to Meeting Details > Team Members.
By default, customers do not choose which team member they meet with — the system assigns one automatically. You can optionally enable a staff selection step on the booking page, allowing customers to pick a specific team member before choosing a time slot. Enabling this turns the experience into a hybrid model where customers have a preference but the calendar still manages the underlying availability.
When a customer selects a time slot, the platform verifies that at least one team member is available. If every assigned team member is booked or unavailable at the requested time, that slot does not appear on the booking page. The calendar will never show a slot that cannot be filled.If a team member declines or cancels an appointment after it is booked, the platform does not automatically reassign it — you would need to manually edit the appointment or contact the customer to reschedule.
Link each team member’s external calendar (Google Calendar, Outlook, or iCloud) under their Connections settings to block slots where they already have conflicting commitments. The round robin logic respects these external conflicts when calculating availability.
Remind each team member to keep their external calendar conflicts up to date. Stale conflicts can cause the platform to show inaccurate availability or over-book team members.